Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Retirement Planning – From Incubation to Manifestation
Karen L. DeRose, Certified Financial Planner, DeRose Financial Planning Group
Request This Free SpeechThis program will focus on the psychological and financial strategies and opportunities that help people transition to retirement.
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Riding the Wave
David R. Nielsen, President, Big Wave Advisors
Request This Free SpeechCan the study of ocean waves can help forecast financial markets? As with waves on the ocean, financial market activity ebbs & flows in cycles that repeat. David developed a method that forecasts financial markets with proven precision. This talk will debunk traditional investment principals and give you a completely new insight into investing.
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Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.
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Taking Control – Financial Strategies for Women
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWomen today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love. MORE >
The educational presentation is designed to help you strengthen your financial future and covers these important action items:- Getting your financial house in order
- Preparing for the unexpected
- Putting your money to work by investing
- Building a healthy nest egg for retirement
- Facing financial hardship
- Addressing estate and legacy issues -
Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Request This Free SpeechAudience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”
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Solving the Social Security Puzzle
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWhat you need to know before you claim - We’ll answer 5 commonly misunderstood questions everyone wants to know. Will Social Security be there when I am ready? How to find out about your benefits? Will Social Security be enough to live on in retirement? How much will I receive? What’s the best time and way for me to claim ?
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Tax Planning in Retirement
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechIf you're nearing retirement or already retired you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar to help people navigate the retirement tax maze. MORE >
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources- whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. -
Raising Money Smart Kids
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn some simple techniques you can use to train your children (whether they are five or 25) to develop good money habits they can use for the rest of their lives.
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Taking Charge of Your Retirement
Michael Magnuson, Wealth Manager, Lincoln Financial Advisors
Request This Free SpeechLearn the key social and economic issues people will face in retirement as well as the steps to take to make sure your money lasts after you’ve stopped working.